Life Insurance, Annuities & the Roth Conversion

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Primary lines of business:

Life Insurance
Health Insurance
Seminar Marketing
Lead Programs
Retirement Planning

Roth Conversion


David F. Royer will discuss how to help your prospects understand why getting a second opinion from you can save them thousands in IRS Penalties, prevent Rapid Taxation, and reduce excessive fees and loads.

You’ll learn:

  1. How to use Life Insurance to pay the tax on a Roth Conversion.
  2. How to use Annuities to do a Partial Roth Conversion with no out-of-pocket conversion tax.

By the year 2018, the IRA Rollover Market will increase to $515 billion, which means $24 TRILLION in Retirement Assets will go into MOTION!

Complete the form to watch now!